Filed July 2, 1999
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STEPHENS INC8 years Filed as: STEPHENS INC. Service code 15 · EIN 71-0641478 | Recordkeeping | $66,383 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $63,074 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,735 | $148,978-48.5% | $200,582-61.7% | $84,808-9.5% |
| Participation rate | 81.6% | 84.2%-2.6pp | 86.9%-5.3pp | 68.3%+13.3pp |
| Annual return | 8.81% | 28.16%-19.4pp | 42.33%-33.5pp | 40.90%-32.1pp |
| Employer contribution / active EE | $3,632 | $4,815-24.6% | $6,419-43.4% | $2,631+38.1% |
| Participant deferral / active EE | $8,826 | $7,142+23.6% | $9,331-5.4% | $4,212+109.6% |
| Admin fee / account holder | $561 | $13,977-96.0% | $16,305-96.6% | $7,344-92.4% |